At a Glance
- Tasks: Provide technical support to financial planners and conduct extensive product research.
- Company: Chartered firm of financial planners with a focus on high-net-worth clients.
- Benefits: Competitive salary, bonus, flexible working, generous holiday, and pension contributions.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real impact in the financial planning sector.
- Qualifications: 4+ years of paraplanning experience and chartered or near completion qualification.
The predicted salary is between 52000 - 78000 £ per year.
We are exclusively partnered with a chartered firm of financial planners to appoint a chartered/near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private clientele, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.
Role Overview
- Providing technical support to financial planners
- Attending client meetings (when required)
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- Cashflow modelling
- IHT Planning
- Writing & tailoring high quality suitability letters based on consultation with the Adviser
- Demonstrating an awareness of compliance & regulations
The Person
- 4 years + technical paraplanning experience (essential)
- Chartered/near to completion (essential)
- Cashflow modelling experience (desirable)
- Experience gained within a HNW environment (desirable)
The Package
- Basic starting salary c£65,000 + 10% bonus
- 3 days in the office & 2 from home
- 25 days holiday + Christmas shutdown
- 5% matched pension contributions
- 4 x Life Cover
- Cash plan PMI
To be considered for this opportunity, please submit the latest version of your CV and/or connect with Paul Taylor on LinkedIn.
Senior Paraplanner employer: Taylor James Professional Recruitment
Join a prestigious chartered firm of financial planners that values its employees and fosters a collaborative work culture. With competitive salaries, flexible working arrangements, and a strong focus on professional development, this role as a Senior Paraplanner offers you the chance to thrive in a supportive environment while working with high-net-worth clients. Enjoy generous benefits including a bonus scheme, matched pension contributions, and comprehensive health cover, all while being part of a team that prioritises your growth and success.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at chartered firms. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We want you to shine when discussing cashflow modelling and IHT planning, so practice articulating your experience clearly and confidently.
✨Tip Number 3
Tailor your approach! When you get the chance to meet with potential employers, make sure to highlight your experience with HNW clients and your ability to write high-quality suitability letters. Show them why you're the perfect fit for their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our community.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your paraplanning experience and qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your technical support and cashflow modelling expertise!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing enthusiasm and a clear understanding of the financial planning landscape, so let your personality come through.
Showcase Relevant Experience:When detailing your experience, focus on your time in HNW environments and any specific projects that demonstrate your ability to write high-quality suitability letters. We’re looking for someone who can hit the ground running!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Familiarise yourself with the latest financial products and regulations, as well as cashflow modelling techniques. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Tailor Your Examples
When discussing your experience, focus on examples that highlight your work with high-net-worth clients. Share specific instances where you've provided technical support or written suitability letters. Tailoring your responses to the job description will demonstrate that you understand what the firm is looking for.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask during the interview. This could be about the firm's approach to client meetings or how they handle compliance. Asking insightful questions shows that you're engaged and serious about the position, plus it gives you a chance to assess if the firm is the right fit for you.
✨Show Your Team Spirit
Since this role involves being an integral part of a team, emphasise your collaborative skills. Share examples of how you've worked effectively with financial planners or other team members in the past. Highlighting your ability to contribute positively to a team dynamic can set you apart from other candidates.
